1Année·

Insurance, often annoying but you often can not avoid it. Means at the same time an inexhaustible source of money for companies that offer it. 🤑


Warren B. is a smart guy and has been investing in insurance companies for a long time, $BRK.B (+0,21 %) has taken over a lot of them.

I, too, have only had very good experiences with insurance companies, at least as far as making money is concerned.😁👍


A few months ago I accidentally stumbled across $TRV (+0,14 %) mainly because I immediately liked the logo 😁 and I took a closer look at the stock.


What do I like and why do I want to build a position here now🤔.

  • Dividend increase ✔️
  • Payout Quote✔️
  • Shares Rückkäufe✔️


Here are a few details from Q1 23 earnings from the end of April.

  • $975 million net income or $4.13 per share
  • Capital returned to shareholders $680 million of which $218 million was paid out in dividends and shares repurchased for $462 million.
  • The dividend will be increased in June for the 19th consecutive year by 8% to $1 per quarter, which currently represents a dividend of 2.10%. At about 25% payout quite solid.
  • A further $5 billion has been authorized for share repurchases.


Source:

https://investor.travelers.com/newsroom/press-releases/news-details/2023/Travelers-Reports-Strong-First-Quarter-Results/default.aspx



attachment
25.05
Travelers logo
Acheté x2 à 162,00 €
324,00 €
18
8 Commentaires

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The logo reminds me a lot of Avira. But still comes times on the watch list 😅
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almost 5 billion cash flow at 35 billion MarketCap sounds good, if I then hear 5 billion BuyBacks, ringing the ears! 😁 Good luck with the investment, looks at all fälle reason solid. I like better than Paypal 😅 without having looked in.
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Sounds exciting. I hadn't thought about it that way. At the moment, however, the insurance companies are already quite highly weighted in my portfolio. Put it on the watch list 👍.
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I will definitely increase insurance shares from July also (then I'm finally done with my training 😆) I currently have $ORI and $8766 but should become more 👍😆
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